Plan Snapshot
- Plan Sponsor: Pension Committee Uft & Uft Wf Employees Pension Plan
- Sponsor EIN: 136565160
- Sponsor Address: 52 BROADWAY, NEW YORK, NY, 100041603
- Plan Type: DB
- Total Participants: 553
- Total Assets: $334.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 553 | $334.4M | $10.5M | $419,924 |
| 2023 | 539 | $295.8M | $9.7M | $386,805 |
| 2022 | 525 | $257.9M | $9.3M | $372,439 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| AMALGAMATED BANK OF NEW YORK | Other Service Provider | $186,139 | $1,060 | $187,199 |
| MMA ASSET MANAGEMENT LLC | Other Service Provider | $128,989 | — | $128,989 |
| WILMINGTON TRUST INVESTMENT ADVISOR | Other Service Provider | $63,237 | — | $63,237 |
| THE SEGAL COMPANY | Other Service Provider | $62,406 | — | $62,406 |
| WEAVER AND TIDWELL, LLP | Auditor | $29,998 | — | $29,998 |
| SEGAL SELECT INSURANCE | Other Service Provider | — | $6,827 | $6,827 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $478,656
- Estimated Expense Ratio: 0.143% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $640,331 | $378,365 | — | $29,998 | — |
| 2023 | $1,309,417 | $306,032 | — | $26,000 | — |
| 2022 | $692,775 | $210,325 | — | — | $138,142 |